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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,505 | $106,864-34.0% | $147,318-52.1% | $82,637-14.7% |
| Participation rate | 35.3% | 75.5%-40.2pp | 82.1%-46.8pp | 68.1%-32.8pp |
| Annual return | 7.84% | 27.49%-19.6pp | 70.43%-62.6pp | 53.51%-45.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,905 | $6,496-39.9% | $7,906-50.6% | $4,126-5.4% |
| Admin fee / account holder | $5,741 | $8,415-31.8% | $13,708-58.1% | $7,339-21.8% |